According to the monitoring data of business society, since July, the traditional off-season of hydrogen peroxide has come, and the market has begun to fall endlessly, with a maximum decline of more than 8%. Near the end of the month, the hydrogen peroxide market rose. Due to the excessive decline in the early stage, the hydrogen peroxide as a whole still fell sharply. At the beginning of the month, the average price of hydrogen peroxide market was 886 yuan / ton, and at the end of the month, the average price of hydrogen peroxide market was 836 yuan / ton, with an overall decrease of 5.61%.

According to the weekly rise and fall chart of hydrogen peroxide in business society from May 3 to July 25, 2021, the hydrogen peroxide terminal was OK after May Day. With the maintenance of hydrogen peroxide manufacturers, it rose for two weeks, an increase of more than 8%. At the end of the month, due to the weakening of terminal demand, hydrogen peroxide began to decline sharply. Since June, hydrogen peroxide has opened the downward channel, falling for three consecutive weeks, with an overall decline of more than 7.5%. In early July, the decline of hydrogen peroxide Market slowed down, falling for two weeks in the middle and late ten days, and the market rose near the end of the month. Due to the large decline in the early stage, hydrogen peroxide fell sharply as a whole. Throughout July, hydrogen peroxide fell by more than 5.6%.

On July 29, some domestic hydrogen peroxide manufacturers offered as follows:

The quotation of hydrogen peroxide of Luxi Chemical is 760 yuan / ton, down 20 yuan / ton from the beginning of July; The quotation of hydrogen peroxide for Hebei Zhengyuan chemical fertilizer is 850 yuan / ton, which is 50 yuan / ton lower than that in early July; The quotation of hydrogen peroxide of Anhui Quansheng chemical is 900 yuan / ton, which is 50 yuan / ton lower than that at the beginning of the month.

The hydrogen peroxide market continued to decline in the off-season

In July, hydrogen peroxide still maintained a weak downward trend. Due to poor terminal demand, some hydrogen peroxide manufacturers shut down for maintenance. The hydrogen peroxide unit of Zhengyuan chemical fertilizer has been shut down for maintenance, and the price is relatively stable. The hydrogen peroxide Market in Shandong and Anhui continued to decline weakly. As of July 25, the mainstream quotation of domestic hydrogen peroxide manufacturers was 820 yuan / ton. Near the end of the month, the decline of hydrogen peroxide Market slowed down, and the quotations of some hydrogen peroxide manufacturers increased. On July 29, hydrogen peroxide returned to the front line of 840 yuan / ton, and the price stopped falling and rising. Throughout July, hydrogen peroxide showed an oscillatory decline, with a decline of nearly 6%.

Since July, the price of corrugated paper has been basically in stable operation, the market price fluctuation is relatively small, and most of them have a strong wait-and-see atmosphere. With the continuous reduction of the price of raw waste paper, in the middle of the year, the price of corrugated base paper was still reduced by the reduction of the price of raw waste paper, and most of them showed stable, medium and small fluctuations. Due to the impact of the coal to gas policy in Guangdong, the current supply side has narrowed slightly. In addition, the terminal demand is light, and the downstream secondary plants mainly need to replenish the warehouse, which makes the market trading atmosphere not strong, the paper market weak, and the rise of hydrogen peroxide weak.

Business agency hydrogen peroxide analyst Li Bing believes that hydrogen peroxide is in the off-season of consumption, and the price has fallen all the way to the bottom. Hydrogen peroxide may end its decline and usher in a rebound in August.

According to the data monitoring of the business agency, the average price of EVA in the domestic market was 18033.33 yuan / ton on July 26 and 17933.33 yuan / ton on July 27, with a single day decline of 0.55%, down 0.92% compared with July 1. Although the overall fluctuation range of EVA has been small since July, the trend is still weak.

As of July 27, the ex factory quotation of EVA is as follows:

product manufactor model Ex factory price

EVA yanshan petrochemical 18J3 17800 yuan / ton

EVA Beijing Organic Y2022 17600 yuan / ton

EVA Beijing Organic Y2045 17000 yuan / ton

EVA BASF Yangzi V5110J 18400 yuan / ton

Near the end of the month, the overall trend of EVA market was weak. On the 27th, the ex factory price of EVA foaming material decreased again. At present, there are some differences in EVA products. Due to tight supply, the price of soft materials has been explored, and the market of hard materials is light, mainly weak. Some petrochemical enterprises raised the quotation of soft materials, and most businesses followed the rise. The downstream is enthusiastic about soft material procurement, and the overall transaction atmosphere of hard materials is weak. The impact of new production capacity on the market is obvious.

Device dynamics of EVA manufacturer:

product manufactor Capacity (10000 t / a) Device dynamics

EVA yanshan petrochemical twenty Normal production

EVA Beijing Organic four Normal production

EVA Ningbo Formosa Plastics seven point two Normal production

EVA BASF Yangzi twenty Shutdown for maintenance on July 5

In the international crude oil market, on July 26, the international oil price stabilized with little fluctuation. The settlement price of the main contract in the U.S. WTI crude oil futures market was US $71.91/barrel, down US $0.16, and the settlement price of the main contract in Brent crude oil futures market was US $74.50/barrel, up US $0.4. The virus variant continues to affect demand expectations, but crude oil supply will remain tight in the coming months of this year.

In the ethylene market, the external ethylene market has shown an overall upward trend recently. The price of ethylene in Asia is stable. As of the 22nd, CFR Northeast Asia closed at USD 1001-1011 / ton and CFR Southeast Asia closed at USD 966-976 / ton. The price center of ethylene market in Europe moved upward. As of the 22nd, FD northwest Europe closed at US $1160-1170 / ton and CIF northwest Europe closed at US $1063-1071 / ton. The price of ethylene in the United States is stable. As of the 22nd, the price is US $1045-1062 / T. recently, the external ethylene market fluctuated and rose. The increase of ethylene in the United States in the early stage is relatively large and stable in the near future. Generally speaking, the overall ethylene external market demand is good recently, the purchasing atmosphere is active, the transaction is good, and the center of gravity of ethylene market moves upward.

On the whole, the current upward trend of international crude oil drives the rise of ethylene, which brings some support to the market. There are some differences in the trend of EVA soft material and hard material. In terms of supply, the new production capacity has a certain impact, and the operators are more cautious. EVA price is expected to maintain a weak consolidation situation in the short term.

1、 Price trend:

According to the bulk list data of business society, the domestic market of PA6 has continued to be weak recently, and the spot prices of various brands have been reduced to varying degrees. As of July 26, the mainstream offer price of 2.75-2.85 for China viscosity was about 15466.67 yuan / ton, an increase of 2.43% over the average price at the beginning of the month and 40.61% over the same period last year.

2、 Analysis of influencing factors:

In terms of upstream caprolactam, since mid July, the domestic spot price of caprolactam began to decline gradually in a narrow range. The main positive impact in the first ten days came from the supply side support. Recently, the price of international raw material pure benzene fluctuated downward. Previously, the pressure such as the expected new capacity of phase II of Zhejiang Petrochemical dragged down the pure benzene market, and the cost side support of domestic caprolactam was weakened. In terms of demand, the operating rate of downstream factories is generally not high, the market buying atmosphere is weak, and the operators have a heavy wait-and-see mentality. At present, the domestic demand for caprolactam follows up slowly and the cost support is weakened. It is expected that the price of caprolactam may be weak in the short term.

The price of upstream caprolactam weakened, the cost support of PA6 weakened, and the price fell with the upstream raw materials to a certain extent. At present, the overall load of domestic PA6 polymerization industry is relatively stable, with an average operating rate of about 60%. The lower compound avoids some supply pressure. It is heard that there is no significant warehouse building in the domestic warehouse inventory, and the supply side has some support for the spot. However, the market demand is still at the off-season level, the consumption of terminal enterprises is insufficient, the on-site wait-and-see atmosphere is heavy, and the actual trading is mostly early orders. Buyers are in the mood to offset the high price supply. The previous high offer in the first ten days was forced to fall back, and the downstream goods preparation operation is biased to just need replenishment to maintain production.

3、 Future forecast:

Business analysts believe that the recent narrow weakening of caprolactam in the upstream of PA6 has weakened the cost support of PA6. At present, although the operating rate of PA6 industry remains at a low level, the supply side support remains. However, the demand of end users is difficult to expand, and the resistance to on-site shipment increases. There is little trading in the market and the atmosphere is cold. It is expected that the spot price of PA6 may still weaken in a narrow range in the short term.

1、 Price trend

According to the data of the bulk list of business agencies, the domestic propylene (Shandong) market has turned round the peak this week, rising continuously. The market at the beginning of the week was 7673 yuan / ton, and the average price at the weekend was 7809 yuan / T, up 1.66%.

2、 Analysis and comment

According to the price chart of the business agency, propylene prices have been rising this week, and prices have risen back to the average price in early July. The current market mainstream quotation is 7800-7850 yuan / ton, and the low price is near 7200 yuan / ton. After crude oil prices plummeted last week, the rally accelerated this week, followed by propylene. Downstream procurement on demand, demand is acceptable.

Crude oil continued to rise after the sharp fall this week, with prices rising near the weekly price. This week, it was up 0.35 percent.

The overall change of PP price this week is not significant, the lower level enterprises start rate is not high and demand is insufficient. The purchasing follow-up was weak, and the response to high price sources was poor, with a 0.59% increase in the week.

Acrylic acid has been a remarkable performance this week. In recent months, the price rose by more than 10%, and the price increased by 3.47% in the week. However, the proportion of acrylic acid in propylene demand is limited, and the support for propylene market is limited.

This week, the price of propylene oxide continued to rise, the propylene oxide manufacturers were not pressured, the downstream polyether orders were stable and medium increment, and the market was up. The middle and lower reaches just needed to follow up steadily, the market was not pushed up, and the increase was 3.59% in the week, which limited support for the propylene market.

Overall, the performance of propylene downstream is still acceptable, and the overall market has signs of recovery.

3、 Post market forecast

The propylene analysts of the chemical branch of the business society believe that although the propylene price has rebounded, overall, the oil price is dominated by the air and oil price is closely watched. The short-term market fluctuation and decline are still the main tone.

1、 Price trend

According to the monitoring of business agency, the price of boric acid rose this month. The average price of boric acid was 5260 yuan / ton on July 3 and 5590 yuan / ton on July 23. The average price increased by 330 yuan / ton or 6.27% compared with the beginning of the month.

2、 Market analysis

Boric acid prices continued to rise slightly after finishing this month. The rising market of raw borax has a certain impact on the price of boric acid. The price of downstream product glass rose, and the market trading atmosphere was good, which also formed a good support for the price of boric acid. The price of imported boric acid continues to rise forcibly, with large increases in Chile, Turkey and Russia. The price of boric acid in China is relatively stable.

3、 Post potential prediction

The price of boric acid continued to rise this month, especially the price of imported boric acid. There is insufficient start-up in foreign epidemic situations, insufficient domestic production capacity, environmental protection shutdown, tight order arrangement and large price fluctuation. Downstream products also have good support. It is expected that the boric acid market will continue to fluctuate at a high level in the short term.